P2 Capital Partners, LLC Portfolio Holdings by Sector

P2 Capital Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Industrial Machinery \| Industrials JBT TNC MIR ENOV 4 stocks	$206,645 22.66% of portfolio	2	1	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare ACHC OPCH ENSG 3 stocks	$174,592 19.15% of portfolio	3	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare RCM RCM 2 stocks	$135,648 14.88% of portfolio	2	-	1	-	0 Calls 1 Puts
Software—Application \| Technology BLKB 1 stocks	$100,663 11.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials FUL AVNT 2 stocks	$85,015 9.32% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CBZ 1 stocks	$81,806 8.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS IAS 2 stocks	$52,225 5.73% of portfolio	2	-	1	-	1 Calls 0 Puts
Medical Devices \| Healthcare LIVN 1 stocks	$52,079 5.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials SITE 1 stocks	$20,772 2.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$2,374 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts

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